MS
CFP
MS
CFP

Matthew Taylor Schwartz

5 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInsurance PlanningHigh Net WorthBusiness Owners
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
31 advisors
Number of Clients
1,642 clients
Average Client Portfolio
$3.0M average
Assets Under Management
$4.9B

Fee Structure

Minimum Investment:$1M
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Location

1440 Arrowhead Drive, Maumee, OH, 43537

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Matthew is an insurance agent designing life insurance policies through Synergy Risk Management, LTD since August 2020. This activity takes about 10-20% of his time, including time during securities trading hours.

Employment History
Current Registrations
Tfo Wealth Partners
January 2020 - Present · 6 yrs 1 mo
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.